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Article
3 min
AI stocks after the sell-off: why the long-term investment case may remain intact
Portfolio Manager Yash Patodia shares his perspectives on why recent volatility may be a positioning-driven unwind — not a broken thesis — and where selective, long-term opportunities are emerging across semiconductors and the wider AI value chain.
By
3 min
Article
2029-08-31
Article
6 min
Disrupting the disruptors: China’s challenge to US AI
Macro Strategist Johnny Yu explores whether China’s rapid advances in AI could pose a challenge to current market consensus and what it may mean for investors longer term.
6 min
Article
2027-08-31
Article
6 min
Oil market update: The long road to normalization
As geopolitical tensions in the Gulf region resume, our expert discusses recent oil market dynamics and their potential impact on inflation and the global growth outlook.
6 min
Article
2027-07-27
Article
3 min
2026 midyear outlook: Time to rethink EM debt
Our expert argues that emerging market debt may merit a fresh look as stronger fundamentals, credible policymaking, and attractive yields challenge outdated assumptions about the asset class.
3 min
Article
2027-07-15
Article
11 min
The rally and the reality
Can the markets remain resilient in the face of geopolitical disruption and inflation worries? We offer our views on the macro environment, AI-driven earnings, and the implications for equities, bonds, and commodities.
11 min
Article
2027-07-30
Article
5 min
Three priorities for investors in a less predictable world
Despite adverse headlines and events, risk markets have remained constructive this year, but the rally has become increasingly dependent on a limited set of market leaders. How robust can markets be when so much depends on momentum continuing unchecked?
5 min
Article
2027-06-30
Article
4 min
SpaceX IPO: 3 questions on what the next mega listing could mean for investors
SpaceX's IPO is set to be the largest in history. What does this mean for markets, investors – and subsequent IPOs?
4 min
Article
2027-05-31
Article
4 min
The questions incoming Fed Chair Warsh will need to answer
We examine the key questions that incoming Fed chairman Kevin Warsh may need to confront as monetary policy faces new limits and new risks.
By
4 min
Article
2027-06-04
Article
3 min
A credit investor’s perspective on inflation, fiscal policy, and AI
Paul Skinner, Investment Director, and Connor Fitzgerald, Fixed Income Portfolio Manager. explore the forces shaping the economic landscape today, from the inflation outlook and the evolving role of fiscal policy, to the transformative impact of artificial intelligence on markets and corporate behaviour. Connor shares his perspective on where opportunities and risks are emerging across fixed income and what it all means for investors positioning their portfolios in an uncertain environment.
3 min
Article
2027-05-31
Article
3 min
Chart in Focus: Inflation upends typical correlations
Fixed income expert Noah Atlas highlights how higher inflation expectations are disrupting stock-bond diversification and influencing portfolio construction.
3 min
Article
2027-06-01
Article
3 min
Chart in Focus: Gold and oil, beyond the basket
Our experts explore how investors can rethink diversification, inflation hedging, and portfolio roles beyond a single commodities trade.
3 min
Article
2027-05-31
Infographic
2 min
Chart in Focus: how is equity market leadership changing?
Equity market leadership is changing in 2026 as sector rotation broadens beyond technology and communication services. This insights piece looks at how the Iran conflict, energy prices, market breadth and earnings resilience are shaping the global equity outlook. It also covers which sectors are leading, where risks are building and what to watch next in global stock markets.
2 min
Infographic
2027-03-31
Article
4 min
Iran ceasefire – risk deferred, not removed
The US and Iran have announced a two-week ceasefire. While this reduces immediate tail risk, Geopolitical Strategist Thomas Mucha cautions against mistaking it for a resolution. What should investors be watching now?
4 min
Article
2027-05-31
Article
4 min
Three ways to reset credit portfolios for a more volatile world
Our experts, Fixed Income Portfolio Managers Campe Goodman and Rob Burn, and Investment Director Raina Dunkelberger, explore how to reset credit portfolios for a more volatile world.
4 min
Article
2027-03-31
Article
3 min
Chart in Focus: Diversifying for different macro regimes
Against the backdrop of heightened geopolitical uncertainty, our experts Alex King and Joshua Riefler explore how to optimise diversification across different macro regimes.
3 min
Article
2027-03-27
Video
5 min
Rapid Fire Questions with Campe Goodman - 1st Year of Trump 2.0
In this edition of “Rapid Fire Questions,” fixed income portfolio manager Campe Goodman shares his assessment on the first year of Trump 2.0, and perspectives on why he remains constructive on fixed income, and where he is finding attractive opportunities.
5 min
Video
2027-03-31
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